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JPMorgan Chase

5,034 hedge funds and large institutions have $572B invested in JPMorgan Chase in 2026 Q1 according to their latest regulatory filings, with 202 funds opening new positions, 2,110 increasing their positions, 2,266 reducing their positions, and 177 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

less funds holding

Funds holding:

11% less capital invested

Capital invested by funds: $640B → $572B (-$67.4B)

16% less funds holding in top 10

Funds holding in top 10: 937789 (-148)

25% less call options, than puts

Call options by funds: $8.1B | Put options by funds: $10.8B

Holders
5,034
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
789
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$8.1B
Puts
$10.8B
Net Calls
Net Calls Change

Top Buyers

1 +$2.85B
2 +$2.71B
3 +$1.66B
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$922M
5
Two Sigma Investments
Two Sigma Investments
New York
+$884M

Top Sellers

1 -$4.26B
2 -$2.99B
3 -$1.99B
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$1.29B
5
BlackRock
BlackRock
New York
-$1.02B
Name Holding Trade Value Shares
Change
Change in
Stake
EIA
4601
Eastover Investment Advisors
North Carolina
$311K
NBWM
4602
North Berkeley Wealth Management
California
$311K
CFM
4603
Comprehensive Financial Management
California
$310K
JWM
4604
Johnson Wealth Management
North Dakota
$308K
BBNB
4605
Baker Boyer National Bank
Washington
$307K
PPP
4606
Prism Planning Partners
Illinois
$307K
MGAM
4607
McGowan Group Asset Management
Texas
$307K
AF
4608
AtlasMark Financial
Texas
$306K
CJ
4609
Caitlin John
Michigan
$306K
PCMK
4610
Paragon Capital Management (Kansas)
Kansas
$305K
HA
4611
HFG Advisors
Ohio
$305K
AFO
4612
Arrowroot Family Office
California
$305K
CCP
4613
Clarkston Capital Partners
Michigan
$304K
SA
4614
Skyline Advisors
Washington
$303K
MCIA
4615
Mountain Capital Investment Advisors
Colorado
$301K
CMF
4616
Counterpoint Mutual Funds
California
$299K
NHFG
4617
New Harbor Financial Group
Massachusetts
$299K
BWG
4618
Balanced Wealth Group
Ohio
$299K
VW
4619
Veridan Wealth
Oregon
$299K
IWB
4620
Innovative Wealth Building
Maryland
$298K
SFG
4621
Strive Financial Group
Indiana
$298K
AAM
4622
Auxier Asset Management
Oregon
$298K
FGG
4623
Financial Guidance Group
Florida
$297K
MFG
4624
Midwest Financial Group
Kansas
$297K
CFWMA
4625
Center for Wealth Management Advisory
Ohio
$297K